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FINTRX 2019 Q3 Family Office Data Report

Renae Hatcher October 9, 2019

With Q3 of 2019 already in the books, we have provided further analysis into the family office data trends and changes our research team has compiled from July through September. Continue reading for an in-depth breakdown on how the quarter unfolded within our ecosystem of 2,573+ family offices, 10,452+ contacts, and 3,000+ tracked investments...

 

As an emerging industry, family offices are increasingly being recognized as full-fledged investment vehicles with the potential to write larger checks and truly move the needle in the investment landscape. This upward shift in size, awareness, and expertise of family offices has been monumental. That said, let's dive right in...

 

"In July, August, and September of 2019, our team made a total of 1,165 updates to our data set, including the addition of 212 new family offices, 898 new family office contacts, and 725 tracked investments."  - Dennis Caulfield, Vice President of Research

 

Key Highlights

 

Top regions with the most family office additions:

 

  • North America: 120 
  • Europe: 54 
  • Asia: 21 

FINTRX family office region breakdown

 

Latin America, Caribbean, Oceania, and Middle East regions added a combined total of 17 new family offices.

 

Family office additions by country:

 

  • United States: 116
  • Switzerland: 16 
  • Germany: 6 
  • Hong Kong:
  • Australia: 5
  • India: 5

 

Additional countries that added family offices include, but are not limited to:

 

  • Canada
  • Brazil
  • France
  • England
  • Denmark
  • Chile
  • Israel
  • Ireland 
  • Finland
  • Hungary

 

The countries listed above added a total of 20 family offices added in Q3.

 

Domestic states with the greatest number of family office additions:

 

  • New York: 145 
  • California: 78
  • Florida: 61 
  • Texas: 59 
  • Illinois: 35

    FINTRX family office data state breakdown 2019 Q3
 
New single family office vs multi family office breakdown:

 

  • 102 single-family offices added
  • 110 multi-family offices added 

Screen Shot 2019-10-08 at 11.44.40 AM

 
New family office AUM breakdown:

 

  • 100M - 400M AUM: 22%
  • 400M - 1B AUM: 22%
  • 1B - 1.5B AUM: 21%
  • 1.5B - 2B AUM: 10%
  • 2B - 5B AUM: 22%

FINTRX family office database AUM

 
Further findings:

 

  • New family offices active in Impact Investments: 36 
  • New family offices with a Venture exposure: 213 
  • New family office contacts responsible for investment oversight, research, and due diligence: 404 

Monthly Breakdown 

 

→ July

 

In July our research team added the following: 

 

  • 72 new family offices
  • 290 new family office contacts
  • 344 new tracked investments

→ August

 

In August our research team added the following: 

 

  • 69 family offices
  • 333 family office contacts
  • 206 tracked investments

→ September 

 

In September our research team added the following: 

 

  • 71 family offices
  • 275 family office contacts
  • 168 tracked investments

What's to Come...

 

It is set to be another exciting quarter for us as we close out 2019 - not only for global family office activity, but for our continuously evolving platform and team here at FINTRX.  As the market continues to mature, our team expects to see strong growth of global family office activities, a number of new launches, and  increased direct investment activity.

 

By providing continuously updated family office data, capital raising tools, and solutions, FINTRX continues to bring transparency to the family office ecosystem. If you are interested in learning additional information on our proprietary research, please click here.

 

 

For an in-depth exploration of FINTRX, request your free trial here:

 

Screen Shot 2019-08-27 at 2.03.05 PM

 

 

FINTRX Updates, Family Offices, Industry Trends, Capital Raising

Renae Hatcher

Renae Hatcher

About Fintrx

FINTRX was developed by the founders of Capital Hedge, a data research and consulting firm founded in 2007 with a specialty in providing alternative investor research and family office database intelligence to global investment managers. FINTRX is the result of years of client feedback, each looking for a more efficient and organized way to raise capital. By providing continuously updated data, capital raising tools, CRM technology, distribution list creation, and sending capabilities, FINTRX is asset raising simplified.

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